Client Status
Where every client stands right now, across every service
Status
Projects
Every client batch, its stage, and current status
Personal Branding
Every brand/personal batch, its stage, and current status, no creator selection needed
Clients
Every client across Performance Reels, Retainer, and Social Media, in one place
| Client | Brand manager | Social media manager | Services |
|---|
Scripting
Every writer's scripting work across Performance Reels, in one place
| Video | Stage | Status | Expected delivery |
|---|
Client
Assigned team
Revisions & reschedules
Delay Dashboard
Where time is being lost, split by client side vs team side
Delay by department
Currently delayed projects
Team Tasks
Combined across Performance Reels and Video Editing
Brand Managers
Who owns which client, across Performance Reels, Retainer, and Social Media, capped at 6 each
Shoot Calendar
Every scheduled shoot, across every service that has one
Creators
Every creator's upcoming shoot, across every service, so double-bookings and idle days are easy to spot
| No. | Creator code | Creator name | Brand | Shoot date | Shoot time |
|---|
Shoots
Shoot
Performance Reels
New shoot
Master Settings
Team roster, creators, roles, and shared config
Team members
Archived team members
Creators (talent roster: code, name, phone)
Bulk import creators (paste from a spreadsheet)
One creator per line, format: Code, Name, Phone (comma or tab separated: works fine if pasted straight from Excel/Sheets columns). Existing codes are updated, not duplicated.
Archived creators
Timeline brackets (auto-applied by video count)
1 to 6 videos: 10 days total (Scripting+Creator 3 / Shoot 4 / Editing 3)
7 to 10+ videos: 15 days total (Scripting+Creator 5 / Shoot 6 / Editing 4)
7 to 10+ videos: 15 days total (Scripting+Creator 5 / Shoot 6 / Editing 4)
My Scripts
Projects assigned to you for scripting
My Edits
Everything assigned to you for editing, across both services
My Shoots
Shoot dates assigned to you (view only)
Upcoming & recent shoots
Coming up (no shoot details yet)
Mark yourself unavailable
Only for dates with no shoot assigned to you yet.
Video Editing
Standalone editing work, separate from Performance Reels
Overview
Who's busy right now, plus monthly delivered count and quota per editor
Right now
Monthly summary
Graphic Design
Design work, assigned and tracked separately from Performance Reels
My Designs
Everything assigned to you for design
Social Media Clients
Who has a social media management package, and what's included
Archived
Today
Everything due to go out today, across every client
| Client | Upload time | Type | Notes | Link | Status |
|---|
Social Media Calendar
Every client's content plan, this month's progress, and posting status
| Client | Brand manager | Social media manager | Platforms | This month | Status |
|---|
Content
Scheduled posts across every client that don't have their content attached yet
| Priority | Client | Date | Day | Type | Notes | Social media manager | Content link |
|---|
Add story
New social media client
Retainer Work
Start, pause, and complete retainer client videos, one at a time
Start a new retainer video
My recent retainer work
Retainer Logs
Every retainer video, for reconciliation and workload
Monthly count by client
| Date | Client | Client's client | Project | Editor | Status | Time | Revisions | Billable |
|---|
Retainer Master
Agencies and brands you have retainer arrangements with
Retainer clients
Archived retainer clients
New retainer client
Edit retainer log
Clients
These are the client's own clients: the ones this agency asks you to edit for.